Thursday, September 11, 2025

Former Waze CEO Noam Bardin bets on Flytrex drone supply

Flytrex, the autonomous drone supply startup, is betting {that a} big-name rent can assist it lastly break by. The corporate has tapped former Waze CEO and Google vice chairman Noam Bardin as government chairman, a transfer that might give the startup credibility at a second when the business faces each new alternatives and longstanding challenges.

Bardin, who turned Waze right into a navigation platform with greater than 150 million month-to-month customers earlier than its $1.1 billion sale to Google, is stepping in. Bardin joins Flytrex simply because it secured a key regulatory win: the FAA just lately granted the corporate Past Visible Line of Sight (BVLOS) approval. That’s key in successfully opening the door for its drones to function in 37 of the most important metro areas within the U.S. — a possible attain of greater than 100 million folks.

“That is concerning the customers, not the know-how,” Bardin mentioned in an interview with The Drone Woman. “Customers don’t care about know-how, they care concerning the service.”

He mentioned Flytrex will first scale in Dallas-Fort Price, the place it already operates, with the purpose of including dozens of recent websites this yr and masking your entire metro space inside 12 months.

Flying excessive alongside Wing and Zipline

Regardless of the recent management and regulatory momentum, Flytrex should show it may well stand robust towards larger, better-funded rivals. Alphabet-owned Wing and longtime competitor Zipline are already working large-scale drone supply operations within the U.S. and overseas, with multi-vertical methods that stretch past meals.

For instance, Zipline is a big participant in medical deliveries, primarily in growing international locations together with Rwanda and Ghana. In 2025, Zipline marked its 100 million mile supply milestone.

Flytrex, in contrast, is narrowing in on a single use case.

“We’re targeted solely on meals supply,” Bardin mentioned. “We’re optimized for what it takes to ship meals from eating places to suburban customers. We additionally function our personal, vertically-integrated branded service.”

Flytrex made its title method again in 2017 when it carried out meals deliveries through drone in Iceland. A pair years later, it introduced that it might develop to the U.S., beginning with North Carolina. Since then, it’s grown to different areas together with Texas, which is basically thought of the main U.S. state for drone supply.

At present, Flytrex works with firms together with DoorDash (which additionally works with Wing.

The economics query

Drone supply skeptics level to 1 unresolved concern: price. For years, pilot tasks have been backed, with profitability elusive. Bardin wouldn’t share financials however argued that the timing is true.

“Throughout autonomy we’re on the inflection level the place unit economics are aligning to make large progress and scale achievable,” he mentioned.

Whether or not that’s sufficient to convey down the value of a scorching meal in comparison with a DoorDash driver stays to be seen. Suburban sprawl, regulatory friction and shopper adoption are all potential hurdles.

Can Waze’s playbook work for drones?

Flytrex is betting Bardin’s expertise at Waze — scaling a shopper service by focusing relentlessly on consumer ache factors — could be utilized to drone supply.

“We’re laser targeted on fixing their actual ache factors,” he mentioned.

The appointment alerts a recent push for a corporation that, regardless of greater than 200,000 deliveries so far, nonetheless lags behind Wing and Zipline in visibility and scope. The FAA’s BVLOS approval may degree the enjoying area. The proposed rule to allow routine BVLOS drone operations must also take away crimson tape.

However historical past means that regulatory wins alone don’t assure a sustainable enterprise.

For now, Flytrex is wagering that meals supply, with its mixture of urgency and excessive margins, is the suitable place to begin.


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